For most cases, when designing planning applications, the end users would not have access to make changes to metadata/hierarchies. The system admin will take care of all the metadata maintenance activities. However, for certain cases, customers actually request to add their own members to the system during the budgeting and forecasting cycle. Giving…
As we know, in Hyperion Planning and EPM cloud applications, such as PBCS, EPBCS, FCCS, etc., we are able to assign access to specific members. The access options are: Read Write None From the above screenshot, we can also see that the inherited access options are: Children Children (inclusive) Descendants Descendants (inclusive) What if…
Groovy is becoming a hot topic these days, since EPBCS integrated Groovy into Calculation Manager in June 2017. Groovy business rules allow us to design sophisticated rules solve use cases that normal business rules cannot solve. I think it is good to start a new series to discuss about Groovy. Hope you will enjoy…
If you have worked on Hyperion planning, PBCS; worked on dimensions, you must have heard consolidation properties. First of all, let’s take a step back and refresh our memory. What is consolidation properties? Consolidation properties determine how children roll up into the parent members. We can assign one consolidation property to a non-dimension or…
Attribute dimension is a very powerful function in Hyperion Planning, Essbase and EPM Cloud, such as PBCS/EPBCS. Now let’s focus on how to create and use attributes. First thing first, what is Attribute. Generally speaking, attributes are the descriptions of data. Attributes are used to group data through alternative means as opposed to…
We have discussed many tricks about FDMEE. If you are interested, you can check the previous posts. This time, let’s discuss more about the mappings. Import Mapping File As we know, we are able to set up mappings manually. In the meantime, FDMEE provides a way to import mappings automatically. Under the…
The on-premise FDMEE gives us an opportunity to use batch files to load data. We can store the data files to a batch folder, then define a batch to load the data files. The PBCS / EPBCS FDMEE, which is the EPM Cloud version, is a little bit different. I will discuss the EPM Cloud…
As a consultant, my main goal is to make my clients’ life easier through technology. Even if when a project has finished, I always think about how to make improvements to the application and how to simplify the planning and budgeting process. Today let’s discuss scheduling report as an email attachment process. For…
Data Load In this section, let’s take a look at how to load and validate data in FDMEE and then export the data to other Oracle products, such as Planning. Data Load – Workbench System Settings Before using FDMEE, we must register the source system from which you want to import data. Then register…
FDMEE offers a powerful extensibility framework by providing Jython and Visual Basic based scripting. Using the rich set of the API library, users can extend and customize the product to best fit their needs. FDMEE supports four types of scripts: Import scripts – Executed as source files are imported. Uses Jython script only….